I had to individually open/close 10 different entities when doing an intercompany analysis for a client with over 40 related entities.

Allowing for the credit card upload file to also include GL coding and levels via CSV or Excel, allowing everything to be pre-entered in the upload on the To Enter screen, instead of just the date, amount, transaction description. This would be ex...

The ability to backdate a recurring when initially setting them up, so that it can be associated with a payment that was just processed/is being recorded for an earlier date

Often when we need to go back and change the non-cash accounts on Journal Entries, there will be an error message that the JE cannot be changed because it has been reconciled. If we are not changing anything that affects the reconciliation (Date, ...

Currently you can only memorize from the current clients Chart of Accounts, however there are a lot of instances where payments are made by clients from wrong accounts. It would streamline things if a vendor could be set to use intercompany, such ...

When uploading invoices, it should be all or none like other menus because when some upload and others don't, it creates the images in the To Enter invoices from the global doc ID and users have to delete the invoices from the upload template. Thi...

When selecting images in the To Enter inboxes, there should be a check box for each client so you can select all images at the same time to delete or email and so on.

Give administrators the ability to allow View Only Users to view the Recurring invoice Template screen. Firms will use this to allow their client services team to audit the recurring invoices and make sure all recurring invoices are setup for clie...

When a client defines a client list to be used for report automation, the reports generate in the order of the clients listed on the client list. However, when using the same client list for Multi Client Financials it prints the clients in alphabe...

User was doing some income statement work and noticed that when printing out an income statement and checking the box under account display options à Detail (Include rollup Totals) puts the rollup totals at the bottom of each rollup. And when we r...